Using custom reports, you can decide which metrics to track, how they're organized and what filters you use. You can choose which visualisations you'd like, compare metrics and apply even report-level filters to organize your datasets. 

Creating a custom report

When it comes to creating a new custom report, there are two options: 

• Cloning a curated/existing report

• Creating a new report from scratch.

• Configuring widgets

Cloning a curated/existing report

A curated report is a report that is available out of the box in the web application. Curated reports are a list of the most popular or commonly used reports. You can clone a curated report with all its widgets and add modifications on top of it.

To access curated report, navigate to Analytics and click on the curated reports section:


Let us assume you would like to modify your Sales Dashboard to capture sales across your product categories. Here’s how you can do that.

1. Go to the curated reports section and click open the Sales Dashboard.

2. Click on the report name. This brings a dropdown menu.

3. Click Clone Report. This clones the report with all the widgets and you can customize it to create a new report. 
   
   
   

Now, you want to modify the report to capture Product sales per Sales agent for the month. This can be accomplished by adding the ‘Product’ field as a group to the report. 

4. Hover over the ‘Pipeline’ report and click on the expand button.

5. Add the ‘Product’ field to the GROUP BY section.
   

6. Click . This applies the segregation to your report and will split the report into sales per owner with individual products.
   
   Available curated reports and what they information they contain :

   Title of the report	Widgets accomodated
   Sales Dashboard	Monthly Sales per owner Sales Forecast per owner  Sales trend for the last 90 days Sales cycle Lost reason
   Contact Generation and trends	Contacts created over time Contacts created by owner Contacts by territory  Contacts by source
   Team Activity Dashboard	Emails Phone Calls Tasks Appointments Sales activities
   Email Campaign Report	Campaign Overview Email opens  Top links clicked
   Marketing Journey Report	Journey Overview Journey Trend Email Overview Email Engagement Email Engagement Trend
   Marketing Dashboard	Email overview Email engagement Email engagement trend Top links clicked Email Opens by Day Email Opens by Week
   Sales Trends	Deals created over time Open pipeline Deals closed over time Pipeline by owner Lost Reasons Sales Cycle
   Sales Forecast	Stage-wise forecast Quota vs achievement
   Products Dashboard	Total revenue. byproduct Total quantities sold by product Product performance report by industry Total deals by product Total deals in pipeline by product New customers per product
   WhatsApp Campaign Report	Message tracking Campaign stats grouped by status, locale etc Opens

Creating a new custom report
Let us assume you wish to create a report to view Sales for each territory for a quarter.

1. Click the icon and select Analytics. This opens the reports page where you can find all existing reports.
    

2. Click the  button. This opens a brand new blank report.
   
   

3. You can click on the "Untitled report" box to add a name to your report.
   
   

Once you create a new report, you will be able to add widgets to the report.

Here's how you can modify widgets:

Designing the layout of the report

A report consists of widgets. You can add charts and text widgets to a report and categorize them using pages. You can add style to a report's elements - background color, border, change font, etc. 

How to create a new widget:

In the case of our example, we will have to create a widget. Here’s how you can create the widget.

1. Click the + Add widget icon and click New. 

2. Since you are creating a chart, choose the Chart widget. Drag and drop the widget on the report builder. Hover over your widge and click on the expand button to edit the same.
   

   Note: Additionally, you can access existing pre-built widgets from the "Gallery" and edit them to suit your needs.

   
   

   
   

3. To alter the name of your widget, click on the pencil icon under "Chart configuration".

4. Choose the metric for which the widget is being created. In our example, you can choose ‘Deals’ ( or Opportunities )
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5. Create your widget by adding filters for your metrics and groups  

Use the following logic to create the widget

Customize the elements and data labels of your widget

With the style option, you can customize the look & feel of your reports including titles, data labels, legends, axes, and more. Use data labels to read numbers on the chart. Customization options include font selection, font size, color, and style

Applying filters to a report

You can apply filters to all the widgets in a report. These filters can be basic (all conditions matching ANY or ALL) or advanced (multiple groups of conditions matching ANY or ALL). You can filter data using deal properties like status or deal value or industry.

Editing the fields in the underlying data section ( tabular data )

Once you've added the metrics and filters to your report, the next step would be to add the required fields in the underlying data. To do this 

- Apply your filters and then click on the "show underlying data" button.

- Click on the gear icon on the top right of the dataset.

- Click on the checkboxes near the fields you wish to add to add them to your tabular data. You can add a maximum of 20 fields.

To export this data, save your report and then click on the three dots on the top of your widget and choose Export CSV of tabular data.

Saving changes to a report 

When modifying the filters for a widget or a report, click Apply for the changes to be reflected in the report/widget. 

Once you apply your changes to a widget, you have the option to save the modifications to the widget, save the modifications as a new widget and add it to another report or the current one, or discard the changes. Similarly, when you modify a report, you have the option to save changes or discard them. 

Presenting a report

The presentation mode for a report makes sure to remove all the distracting details - the navigation bar, the filters buttons, etc. - from the screen and give data the spotlight it deserves. 

FAQs

1. I've added all necessary filters, but I don't see data in my analytics, why?

Sometimes even when you have applied all the filters needed, you might not see data because there's a date range dimension filter in place. 

To remove this filter, please navigate to your report > click on the funnel icon to the right of your metrics > remove the date range filter by clicking on the (-) icon and hit apply.

2. I can't find analytics on my left navigation bar? Where is the analytics module?

If you can't find the analytics in section in your left navigation bar, navigate to your activities dashboard > click on the plus icon and search for and click on Analytics.

3. I cannot download information from analytics to my computer

The report may fail to download when you've disabled pop-ups for your website. To fix this, find the site settings button for your website > Popups > Allow popups for this site. Save these settings > reload your page and check if the downloads work as expected.